Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.Learn More
Business owners and professionals face special financial concerns. Kostka Taylor, L.L.C. CPAs offers qualified, professional assistance to pursue your objectives.Learn More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio. Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.Learn More
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Technology tips to make your next trip even better.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Is your estate in order? This short quiz may help you assess your overall strategy.
Try these activities to keep your brain sharp.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.